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Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Brian Otterstrom, commonly known as “Odie,” is a Registered Representative and Investment Advisor Representative. As a graduate of Carroll College with a Bachelor of Arts in Political Science, Odie came to this industry by...

Shelly Owens, a personable and outgoing individual with twenty one years of experience with the development of early-age childcare, has brought her ninja-like powers of organization and patience to the world of financial planning. She...

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